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Will Contest Prevention. Reasons to Anticipate Will Contest. 1. Exclusion of natural objects of bounty. Reasons to Anticipate Will Contest. 1. Exclusion of natural objects of bounty 2. Unequal treatment of children. Reasons to Anticipate Will Contest.

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reasons to anticipate will contest
Reasons to Anticipate Will Contest
  • 1. Exclusion of natural objects of bounty
reasons to anticipate will contest1
Reasons to Anticipate Will Contest
  • 1. Exclusion of natural objects of bounty
  • 2. Unequal treatment of children
reasons to anticipate will contest2
Reasons to Anticipate Will Contest
  • 1. Exclusion of natural objects of bounty
  • 2. Unequal treatment of children
  • 3. Sudden or significant change in disposition plan
reasons to anticipate will contest3
Reasons to Anticipate Will Contest
  • 1. Exclusion of natural objects of bounty
  • 2. Unequal treatment of children
  • 3. Sudden or significant change in disposition plan
  • 4. Excessive restrictions on gifts to beneficiaries who are also heirs
reasons to anticipate will contest4
Reasons to Anticipate Will Contest
  • 1. Exclusion of natural objects of bounty
  • 2. Unequal treatment of children
  • 3. Sudden or significant change in disposition plan
  • 4. Excessive restrictions on gifts to beneficiaries who are also heirs
  • 5. Elderly or disabled testator
reasons to anticipate will contest5
Reasons to Anticipate Will Contest
  • 1. Exclusion of natural objects of bounty
  • 2. Unequal treatment of children
  • 3. Sudden or significant change in disposition plan
  • 4. Excessive restrictions on gifts to beneficiaries who are also heirs
  • 5. Elderly or disabled testator
  • 6. Testator who behaves strangely
techniques the tool box
Techniques – The “Tool Box”
  • 1. Include in terrorem (no contest) (forfeiture) provision
    • Beneficiary who contests and loses forfeits testamentary gift.
techniques the tool box1
Techniques – The “Tool Box”
  • 1. Include in terrorem (no contest) (forfeiture) provision
    • If death after 6/19/09, good faith/probable cause contests will not trigger forfeiture. § 64.
techniques the tool box2
Techniques – The “Tool Box”
  • 1. Include in terrorem (no contest) (forfeiture) provision
    • Strictly construed.
techniques the tool box3
Techniques – The “Tool Box”
  • 1. Include in terrorem (no contest) (forfeiture) provision
    • Drafting guidelines:
      • Create substantial risk
techniques the tool box4
Techniques – The “Tool Box”
  • 1. Include in terrorem (no contest) (forfeiture) provision
    • Drafting guidelines:
      • Create substantial risk
      • Describe triggering conduct
techniques the tool box5
Techniques – The “Tool Box”
  • 1. Include in terrorem (no contest) (forfeiture) provision
    • Drafting guidelines:
      • Create substantial risk
      • Describe triggering conduct
      • Indicate beneficiary of forfeited property
techniques the tool box6
Techniques – The “Tool Box”
  • 2. Do not explain reasons for property disposition.
techniques the tool box7
Techniques – The “Tool Box”
  • 3. Avoid bitter or hateful language.
techniques the tool box8
Techniques – The “Tool Box”
  • 4. Use holographic “back up” will.
techniques the tool box9
Techniques – The “Tool Box”
  • 5. Enhance will execution ceremony.
techniques the tool box10
Techniques – The “Tool Box”
  • 6. Video-record will execution ceremony.
techniques the tool box11
Techniques – The “Tool Box”
  • 7. Select witnesses thoughtfully.
techniques the tool box12
Techniques – The “Tool Box”
  • 8. Obtain affidavits of individuals familiar with testator.
techniques the tool box13
Techniques – The “Tool Box”
  • 9. Document transactions with testator verifying intent.
techniques the tool box14
Techniques – The “Tool Box”
  • 10. Obtain other evidence to document testator’s actions.
techniques the tool box15
Techniques – The “Tool Box”
  • 11. Preserve prior will if better than intestacy.
techniques the tool box16
Techniques – The “Tool Box”
  • 12. Reexecute same will on regular basis.
techniques the tool box17
Techniques – The “Tool Box”
  • 13. Consider a more “traditional” disposition.
techniques the tool box18
Techniques – The “Tool Box”
  • 14. “Trick” disinherited potential heir with inter vivos gift.
techniques the tool box19
Techniques – The “Tool Box”
  • 15. Use non-probate techniques.
techniques the tool box20
Techniques – The “Tool Box”
  • 16. Convince disinherited potential heir to agree not to contest (contract).